IN a MassMutual Puerto Rico Team

IN a MassMutual Puerto Rico Team VISION: Empower families and professionals to take action on their financials needs. OUR VALUES : Honesty + Integrity + Excellence + Accountability

Our Team, with a combination of education, experience, professionalism, access to a wide variety of products and services and driven by honesty, integrity, excellence and accountability, we want to help others meet their financial MISSION: Build a community that are financially stable and protected against financial adversities.

🧩 ¿Quieres comenzar a organizar tus finanzas, pero no sabes por dónde empezar?Te invitamos a nuestro próximo evento virt...
14/08/2026

🧩 ¿Quieres comenzar a organizar tus finanzas, pero no sabes por dónde empezar?
Te invitamos a nuestro próximo evento virtual:
Building Your Financial Puzzle
An Introduction to Financial Planning
📅 Jueves, 27 de agosto de 2026
⏰ 6:00 p.m.
💻 Vía Zoom
Una experiencia educativa diseñada para ayudarte a entender cómo las diferentes áreas de tus finanzas se conectan y forman parte de un mismo plan.
Durante el seminario:
🔹 Exploraremos las piezas principales de la planificación financiera y cómo cada una puede contribuir a construir un futuro financiero más sólida.
🔹 Podrás identificar dónde te encuentras hoy, qué áreas pueden necesitar mayor atención y cuáles pueden ser tus próximos pasos.
Porque planificar no significa tener todas las piezas resueltas de una vez , sino comenzar a entender cómo cada decisión que tomas hoy puede ayudarte a construir el futuro que deseas.
Con la participación de:
🔹 Maricarmen Maisonet González, CFP®, ChFC®, RICP®
🔹 Javier Cruz Aponte, JD
🔹 Xamayra Arcelay Cordero
📲 Para participar, regístrate aquí:
https://calendly.com/xamayra/webinar
✨ Evento educativo en español, completamente GRATIS y abierto al público.
¡Los esperamos! 🧩

Most retirees say it’s important to protect their retirement savings. Yet many don’t remember talking about protected in...
23/07/2026

Most retirees say it’s important to protect their retirement savings. Yet many don’t remember talking about protected income options. New research shows there is a gap in these conversations. Let’s close that gap. Connect with me about how guaranteed income can help create steady income you can count on for life.

I’m here to help you and your family think through caregiving responsibilities and potential long term care costs — proa...
23/07/2026

I’m here to help you and your family think through caregiving responsibilities and potential long term care costs — proactively, not reactively. Let's connect.

23/07/2026

Discover what long-term care costs in your area. Compare it to national averages and start planning with real cost estimates.

Informal in-home help — Individuals who need help with activities of daily living (ADLs) are assisted by unpaid people at home. These people may be a spouse, partner or family member, a friend or neighbor.

Whether that’s with a partner, chosen family, or the people who matter most to you. Contact me to book a midyear review.
23/07/2026

Whether that’s with a partner, chosen family, or the people who matter most to you. Contact me to book a midyear review.

22/07/2026

73% of women feel comfortable managing day-to-day money, but fewer feel the same about long-term planning. If the bigger picture feels harder to tackle, let’s check in to turn “someday” into a simple next step.

Source: 2025 MassMutual Women’s Financial Confidence Study

21/07/2026

Last week, markets moved lower as U.S.-Iran tensions and weakness in technology stocks offset softer inflation data. The S&P 500 fell 1.5%, while energy stocks surged alongside a 15.5% jump in oil prices and early Q2 earnings remained broadly positive. Learn more with this week’s market perspective and key insights.

Your hard work gave you your home, your savings, and all the goals you’re striving toward. Let’s connect to help you pro...
21/07/2026

Your hard work gave you your home, your savings, and all the goals you’re striving toward. Let’s connect to help you protect what matters most.

Reminder to register! Join Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, for a timely discus...
21/07/2026

Reminder to register! Join Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, for a timely discussion on the economy and financial markets, including the key trends and forces shaping the investment landscape today.

Daken Vanderburg will discuss how economic growth has continued to hold up despite higher interest rates, persistent inflation pressures, and ongoing geopolitical uncertainty. The session will explore what a stronger-than-expected labor market and shifting Federal Reserve expectations mean for inves...

Succession planning isn’t only about retirement. It’s about options — and being ready for whatever comes next.Even a hig...
20/07/2026

Succession planning isn’t only about retirement. It’s about options — and being ready for whatever comes next.

Even a high‑level plan can help reduce dependency, protect what you’ve built, and make future transitions smoother. Let’s start the conversation.

Dirección

Edificio Las, 151 Federico Costas A-02
San Juan
00918

Horario de Apertura

Lunes 08:00 - 05:00
Martes 08:00 - 17:00
Miércoles 08:00 - 17:00
Jueves 08:00 - 17:00
Viernes 08:00 - 17:00

Teléfono

+17876411261

Notificaciones

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